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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,482 | $46,745-73.3% | $60,547-79.4% | $52,331-76.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 0.00% | 0.61%-0.6pp | 335.64%-335.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $12,482 | $1,259+891.5% | $2,419+415.9% | $1,882+563.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |